Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Cohen Steers Realty Shares Mutual fund in their Schedule of Assets, totaling $25.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOCKADAY SCHOOL INC. HOCKADAY SCHOOL DEFINED CONTRIBUTION PLAN | DALLAS TX | 254 | $106.7M | $3.3M |
| 2 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $2.7M |
| 3 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN |
ALBANY NY |
| 161 |
| $104.8M |
| $1.7M |
| 4 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $1.3M |
| 5 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $1.3M |
| 6 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $1.3M |
| 7 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 729 | $94.9M | $1.2M |
| 8 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $1.1M |
| 9 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $1.1M |
| 10 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $1.1M |
